See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,452 | $60,124+62.1% | $90,404+7.8% | $79,858+22.0% |
| Participation rate | 55.9% | 65.0%-9.1pp | 72.7%-16.8pp | 69.6%-13.8pp |
| Annual return | 21.97% | 71.94%-50.0pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,300 | $2,068-37.1% | $3,262-60.2% | $2,471-47.4% |
| Participant deferral / active EE | $3,303 | $2,938+12.4% | $3,963-16.7% | $3,740-11.7% |
| Admin fee / account holder | $4,355 | $3,976+9.5% | $5,611-22.4% | $5,306-17.9% |